Filed September 23, 2026
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,969 | $79,428+51.0% | $106,548+12.6% | $79,386+51.1% |
| Participation rate | 96.0% | 74.1%+21.9pp | 76.1%+19.9pp | 70.7%+25.3pp |
| Annual return | 14.22% | 18.27%-4.1pp | 26.80%-12.6pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,576 | $2,234-29.5% | $2,819-44.1% | $2,427-35.1% |
| Participant deferral / active EE | $4,975 | $3,823+30.2% | $4,398+13.1% | $4,046+23.0% |
| Admin fee / account holder | $5,904 | $523+1028.6% | $7,407-20.3% | $626+842.4% |